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Schwab Fundamental US Large Company Index ETF

146 hedge funds and large institutions have $4.06B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 27

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

13% more capital invested

Capital invested by funds: $3.61B → $4.06B (+$452M)

6% more funds holding

Funds holding: 138146 (+8)

1.24% more ownership

Funds ownership: 250.5%251.75% (+1.2%)

Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
3.34%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
24
Increased
61
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
76
Novare Capital Management
North Carolina
$399K +$55.8K +4,290 +17%
EWM
77
Empirical Wealth Management
Washington
$380K -$235K -18,048 -39%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$366K +$360K +27,708 New
Mariner
79
Mariner
Kansas
$363K +$62.7K +4,827 +21%
BC
80
Burleson & Co
California
$352K -$1.09K -84 -0.3%
BCWM
81
Bartlett & Co Wealth Management
Ohio
$323K +$42.9K +3,300 +16%
SB
82
Suntrust Banks
Georgia
$323K
BC
83
Bartlett & Co
Ohio
$323K +$42.9K +3,300 +16%
WTB
84
Washington Trust Bank
Washington
$304K -$298K -22,956 -50%
EAM
85
Evanson Asset Management
California
$293K
Fisher Asset Management
86
Fisher Asset Management
Washington
$278K +$273K +21,018 New
NDSI
87
Newman Dignan & Sheerar Inc
Rhode Island
$272K +$5.77K +444 +2%
VFA
88
Valeo Financial Advisors
Indiana
$258K
BMM
89
Berkshire Money Management
Massachusetts
$250K +$245K +18,885 New
AL
90
Aspiriant LLC
California
$245K
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$242K +$58.4K +4,494 +33%
Luther King Capital Management (LKCM)
92
Luther King Capital Management (LKCM)
Texas
$230K -$226K -17,400 Closed
DACG
93
Donor Advised Charitable Giving
California
$203K +$199K +15,339 New
LCP
94
Legacy Capital Partners
Wisconsin
$200K +$197K +15,147 New
DWM
95
Destination Wealth Management
California
$159K +$11.3K +873 +8%
JP Morgan Chase
96
JP Morgan Chase
New York
$156K +$154K +11,859 New
BWA
97
Burt Wealth Advisors
Maryland
$140K +$137K +10,575 New
VIA
98
Vantage Investment Advisors
Pennsylvania
$135K -$3.82K -294 -3%
TRCT
99
Tower Research Capital (TRC)
New York
$124K -$647K -49,782 -84%
FHA
100
First Horizon Advisors
Tennessee
$123K -$14.6K -1,125 -11%